Compass Ion Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Compass Ion Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.8M	Buy	70,179 +66	+0.1%	+$1.77K	0.17%	71
2025 Q4	$1.89M	Sell	70,113 -937	-1%	-$25K	0.18%	65
2025 Q3	$1.87M	Buy	71,050 +65	+0.1%	+$1.65K	0.18%	65
2025 Q2	$1.73M	Sell	70,985 -6,462	-8%	-$146K	0.19%	60
2025 Q1	$1.71M	Sell	77,447 -27,210	-26%	-$633K	0.2%	64
2024 Q4	$2.43M	Sell	104,657 -1,321	-1%	-$30.8K	0.29%	46
2024 Q3	$2.4M	Buy	+105,978	New	+$2.31M	0.29%	46

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Compass Ion Advisors's SCHX Position: Q1 2026 in Review

Compass Ion Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 0.09% in Q1 2026, buying an estimated $1.77K and bringing the position to 70,179 shares worth $1.8M. The position accounts for 0.17% of the portfolio, ranked #71.

Compass Ion Advisors first reported a position in SCHX in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Compass Ion Advisors held 70,179 shares of Schwab US Large- Cap ETF worth $1.8M as of Q1 2026.
Compass Ion Advisors bought 66 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $1.77K.
Schwab US Large- Cap ETF made up 0.17% of Compass Ion Advisors's portfolio in Q1 2026, its #71 holding.
Compass Ion Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 7 quarters since.
Compass Ion Advisors's Schwab US Large- Cap ETF position peaked at $2.43M in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.